Accounting Set-Up & Consulting

Could your Accounting System use a tune up?  

Are you running your PM Company records through PM Software?  

We separate your PM Company Accounting and optimize in QuickBooks or Xero.

What's Included:

- Set-up and optimize Quickbooks or Xero

- Hubdoc integration for online document storage 

- Implement NARMP Standard Chart of Accounts

- Create Chart of Accounts mapping for easy implementation

- Develop Profit & Loss Statement report template

- Launch with current staff

Ready to transition your PM Company Financials from your internal staff?  Let us handle the day to day bookkeeping, financial close and preparation of monthly Profit & Loss Statement. 

What's Included:

- Online document storage of all bill copies

- Transition to Xero Accounting Software

- Categorization of transactions using NARPM Chart of Accounts

- Paperless Accounts Payable

- Month End Close

- Distribution of monthly Profit & Loss Statement

Accounting Set-Up required to start services

Do you have an excellent internal staff that could use some support?  Could you benefit from a monthly review of your financial statements to improve your ability to make business decisions?  If the answer is yes our Controller Service may be right for you.

What's Included:

- Accounting staff mentorship through bi-weekly zoom meetings

- Review categorized transactions for accuracy

- Month End Close oversight

- Preparation & analysis of Profit & Loss Statement

- Calculation of NARPM Standard Financial Metrics

- Monthly financial review with business owner